Daly Chapin Email & Phone Number

Santa Monica, California, United States

Santa Monica

Support CEO with administrative duties such as meeting and travel coordination, reconciling monthly expenses for board, prepare weekly board reports, prepare and plan board meetings.Manage the company organization chart.Prepare corporate communication monthly updates, maintain website content and blog.Organize weekly office lunches, team events, off-site meetings and socials.Manage office orders and supplies, shipping and mail distribution, calls and voicemail distributions, office facilities and communications. Collaborate and coordinate events with other business tenants in our building.Manage communications and coordinate alternative transportation for employees commute as an Employee Transportation Coordinator for City of Santa Monica.Notarize documents for legal, development, finance, executives and asset management.Support Corporate Tax team with administrative duties and research property appraisal values for filings. Support Accounts Payables with check printing and payment research. Prepare and submit Purchase Orders for vendor invoices.Manage special projects as assigned such as company holiday gifts and card design, company swag and office relocation.

Greater Los Angeles Area

Managed demanding and complex schedules for Founder & CEO and four Attorneys.Partnered with software developer to build customized workflow applications for administrative and case management functions; increased productivity by 100%. Managed special projects which increased revenue by 40%.Managed legal service agreements; follow-up, retain and onboard clients.Managed accounts receivables and payables entries, data reports and expense reports.Screened and coordinated interviews for new candidates; assist with new hire on-boarding. Managed travel arrangements, special events and seminars.Converted office to paperless environment.

Orange County, California Area

Assistant to Executives for the Plumbing, Mechanical, Fuel Gas and Solar (product certifications). Surpassed annual budget goals by $300K+ with business development and marketing strategies; increased revenue 50% over 5 years. Developed workflow applications tailored for administrative and engineering duties which increased productivity by 80%.Identified areas for improvement and implemented process strategies to increase client satisfaction 100% and decreased spending by 50%.Managed product certification reports and website data.Converted office to paperless environment.

Orange County, California Area

Managed global outsource vendors with website queries, escalations, and directions on build. Audited and ensured sites are built to client specification. Prepared department productivity report and monitored daily internet operations (activity & accuracy). Managed special projects which reduced business spending by 70%.Trained new hires and conducted quarterly product and personal development training.

Orange County, California Area

Managed daily office operations for a staff of 10.Coordinated schedules for five operatories between hygiene and dental treatments.Prepared treatment plans and patient co-pays.Resolved insurance billing discrepancies and outstanding claim payments.Trained new hires.Converted office to paperless environment.

Orange County, California Area

Managed 25+ Client financial portfolios.Critically monitored Clients credit line to prevent possible contract breach, mitigated risk 100%.Analyzed client financial statements quarterly to monitor Profit & Losses.Prepared detailed reports for distribution to President and Vice Presidents with department numbers, projected goals, risk percentages, and client performances.Prepared and submitted credit memos for Client credit line increase/decrease requests to the Credit Committee.Performed Pre-and Post-Funding QC audits on loan files to ensure files are worthy of investor purchase.

Cerritos, Ca

Collaborate with department heads and trainers to identify gaps and issues with Credit & Activation systems.Train new rate plans, promotions, and system launches to tenured as well as new hire representatives. Consult with users, trainers, and managers to develop, communicate and enforce methods and procedures.Provide Credit and Activation representatives with supervisory support during critical phases via floor support and direct representative interaction.

Sacramento, Ca

Provide exceptional customer service to merchant clients.Manage ATM's and safety box entries.Provide supervisory support to tellers. Assist branch manager with cash vault and orders from Federal Reserve.

Business Administration, Management And Operations

Diagnostic Medical Sonography/Sonographer And Ultrasound Technician